· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERNELL HYDRAULICS, INC. — BERNELL HYDRAULICS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414132513NAL0003102384001
BERNELL HYDRAULICS, INC.
Form 5500-SF
FILING_RECEIVED
BERNELL HYDRAULICS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
54
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERNELL HYDRAULICS, INC.
.
Find decision makers
Plan sponsor
Name
BERNELL HYDRAULICS, INC.
EIN
95-3669075
Address
8821 ETIWANDA AVE. · RANCHO CUCAMONGA, CA · 91739
Phone
(909) 899-1751
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-04-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
ROMANOFF INDUSTRIES, INC.
ROMANOFF INDUSTRIES, INC. 401(K) PLAN
$3.8M
CORNERSTONE TECHNICAL GROUP, INC.
CORNERSTONE TECHNICAL GROUP, INC. 401K PROFIT SHARING PLAN
$3.8M · 9 participants
REPLENEX, INC.
REPLENEX, INC. 401(K) SAVINGS PLAN
$3.8M · 46 participants
BEARING & DRIVE SYSTEMS, INC.
BEARING & DRIVE SYSTEMS 401(K) PLAN
$3.8M · 84 participants
J.D. NEUHAUS, L.P.
J. D. NEUHAUS, L.P. 401(K) PLAN
$3.8M · 16 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AMERICAN ENERGY RESTAURANT EQUIP
AMERICAN ENERGY RESTAURANT EQUIPMENT, INC PROFIT SHARING PLAN
$3.9M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B